fix: increase curl timeout to 600s for long-running AI tasks

CURLOPT_TIMEOUT was 180s. Generating a consultation summary requires
up to 10 AI iterations at ~20s each, regularly hitting the limit and
causing a "שגיאה בתקשורת" error in the UI before Shira could respond.

Raised to 600s. The shira-hermes agent runner now also enforces a 570s
total budget so it returns a clean Hebrew message if the limit is hit,
rather than the PHP connection being cut mid-response.

Refs Task Master #2

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

.gitignore

@@ -0,0 +1,2 @@
+*.zip
+build/

.taskmaster/config.json

@@ -0,0 +1,46 @@
+{
+  "models": {
+    "main": {
+      "provider": "anthropic",
+      "modelId": "claude-sonnet-4-20250514",
+      "maxTokens": 64000,
+      "temperature": 0.2,
+      "id": "claude-sonnet-4-20250514"
+    },
+    "research": {
+      "provider": "anthropic",
+      "modelId": "sonar",
+      "maxTokens": 8700,
+      "temperature": 0.1,
+      "id": "claude-sonnet-4-20250514"
+    },
+    "fallback": {
+      "provider": "anthropic",
+      "modelId": "claude-3-7-sonnet-20250219",
+      "maxTokens": 120000,
+      "temperature": 0.2
+    }
+  },
+  "global": {
+    "logLevel": "info",
+    "debug": false,
+    "defaultNumTasks": 10,
+    "defaultSubtasks": 5,
+    "defaultPriority": "medium",
+    "projectName": "Task Master",
+    "ollamaBaseURL": "http://localhost:11434/api",
+    "bedrockBaseURL": "https://bedrock.us-east-1.amazonaws.com",
+    "responseLanguage": "English",
+    "enableCodebaseAnalysis": true,
+    "enableProxy": false,
+    "anonymousTelemetry": true,
+    "userId": "1234567890"
+  },
+  "claudeCode": {},
+  "codexCli": {},
+  "grokCli": {
+    "timeout": 120000,
+    "workingDirectory": null,
+    "defaultModel": "grok-4-latest"
+  }
+}

.taskmaster/state.json

@@ -0,0 +1,6 @@
+{
+  "currentTag": "master",
+  "lastSwitched": "2026-04-14T06:05:06.044Z",
+  "branchTagMapping": {},
+  "migrationNoticeShown": true
+}

.taskmaster/tasks/tasks.json

@@ -0,0 +1,39 @@
+{
+  "master": {
+    "tasks": [
+      {
+        "id": "1",
+        "title": "fix: broaden task detection to include Contact-linked tasks",
+        "description": "AlertCalculator, CaseContextBuilder, and OfficeContextBuilder only queried tasks with parentType='Case', missing tasks linked to case contacts (parentType='Contact'). This caused false 'no preparation task' alerts in Shira's daily standup.",
+        "status": "done",
+        "priority": "high",
+        "dependencies": [],
+        "details": "Root cause confirmed via production API: preparation tasks had parentType='Contact' because Shira created them linked to the contact entity. Fix broadens all task queries to include both Case and Contact parent types, plus NhActivity-linked tasks.",
+        "testStrategy": "Deploy to staging, trigger standup for a case with Contact-linked tasks, verify no false alert.",
+        "subtasks": [],
+        "updatedAt": "2026-04-14T06:08:19.494Z"
+      },
+      {
+        "id": "2",
+        "title": "Network-storage diagnostics + folder discovery",
+        "description": "Expose diagnostics when a case folder can't be listed and add endpoints (findCaseFolder, setCaseFolderPath) so Shira can locate and persist the correct network-storage path.",
+        "details": "",
+        "testStrategy": "",
+        "status": "in-progress",
+        "dependencies": [],
+        "priority": "medium",
+        "subtasks": [],
+        "updatedAt": "2026-04-19T06:11:17.422Z"
+      }
+    ],
+    "metadata": {
+      "version": "1.0.0",
+      "lastModified": "2026-04-19T06:11:17.423Z",
+      "taskCount": 2,
+      "completedCount": 1,
+      "tags": [
+        "master"
+      ]
+    }
+  }
+}

README.md

@@ -1,6 +1,6 @@
 # SmartAssistant - עוזר חכם
 
-**גרסה:** 2.0.0 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
+**גרסה:** 2.8.0 | **מחבר:** klear | **EspoCRM:** >= 8.0.0
 
 ## תיאור
 עוזר AI מאוחד למשרד עורכי דין. מספק ממשק צ'אט צף עם שני מצבי עבודה: **מצב משרד** (סקירה כללית, התראות, סטטיסטיקות) ו**מצב תיק** (סיוע מעמיק בתיק ספציפי). כולל מערכת זיכרון תיק מובנית, ביצוע פעולות באישור המשתמש, ואינטגרציה עם Stream של EspoCRM.

bidi-table/bidi-table.md

@@ -1,31 +0,0 @@
-יצירת טבלה מעוצבת עם תמיכה מלאה בעברית ואנגלית מעורבת.
-
-כאשר המשתמש מבקש טבלה בכל הקשר — תכנית עבודה, סיכום, השוואה, רשימה — השתמש בפונקציה `bidi_table()` מ-`scripts/bidi_table.py`.
-
-## הוראות
-
-1. **תמיד** השתמש ב-Bash כדי להריץ את הסקריפט — אל תנסה לייצר טבלת box-drawing ידנית כי ה-BiDi ישבור אותה.
-
-2. הרץ כך:
-```bash
-python3 -c "
-import sys; sys.path.insert(0, '/home/chaim/legal-ai')
-from scripts.bidi_table import bidi_table
-print(bidi_table(
-    ['Header1', 'Header2', 'Header3'],
-    [
-        ['value1', 'ערך בעברית', 'mixed ערבוב'],
-        ['value2', 'ערך נוסף', 'עוד שורה'],
-    ],
-))
-"
-```
-
-3. כותרות עמודות — עדיף באנגלית (כי שורת הכותרת הכי רגישה ל-BiDi).
-
-4. תוכן בעברית, באנגלית, או מעורב — הכל עובד בגוף הטבלה.
-
-5. אם המשתמש מבקש טבלה כחלק ממסמך MD שנכתב לקובץ (לא לטרמינל) — אפשר להשתמש ב-markdown רגיל כי קוראי MD מטפלים ב-RTL בעצמם.
-
-## $ARGUMENTS
-תוכן הטבלה — כותרות ושורות. אם לא צוין, שאל את המשתמש מה להציג.

bidi-table/bidi_table.py

@@ -1,62 +0,0 @@
-#!/usr/bin/env python3
-"""BiDi-safe box-drawing table renderer for mixed Hebrew/English terminal output.
-
-Uses LRM (Left-to-Right Mark, U+200E) before box-drawing characters to prevent
-the BiDi algorithm from breaking table alignment when Hebrew text is present.
-
-Usage as module:
-    from scripts.bidi_table import bidi_table
-    print(bidi_table(['Col1', 'Col2'], [['val1', 'ערך2']]))
-
-Usage from CLI:
-    python3 scripts/bidi_table.py
-"""
-
-from __future__ import annotations
-
-LRM = "\u200E"  # Left-to-Right Mark — invisible, prevents BiDi reordering
-
-
-def bidi_table(headers: list[str], rows: list[list[str]]) -> str:
-    """Render a box-drawing table safe for mixed RTL/LTR terminal display."""
-    ncols = len(headers)
-
-    # Calculate column widths
-    col_widths = [len(h) for h in headers]
-    for row in rows:
-        for i, cell in enumerate(row[:ncols]):
-            col_widths[i] = max(col_widths[i], len(cell))
-
-    def hline(left: str, mid: str, right: str) -> str:
-        return left + mid.join("─" * (w + 2) for w in col_widths) + right
-
-    def dataline(cells: list[str]) -> str:
-        parts = []
-        for i in range(ncols):
-            cell = cells[i] if i < len(cells) else ""
-            padded = cell + " " * max(0, col_widths[i] - len(cell))
-            parts.append(" " + padded + " ")
-        return LRM + "│" + (LRM + "│").join(parts) + LRM + "│"
-
-    lines = [hline("┌", "┬", "┐")]
-    lines.append(dataline(headers))
-    lines.append(hline("├", "┼", "┤"))
-    for row in rows:
-        lines.append(dataline(row))
-    lines.append(hline("└", "┴", "┘"))
-    return "\n".join(lines)
-
-
-if __name__ == "__main__":
-    table = bidi_table(
-        ["File", "Description", "Model", "Step"],
-        [
-            ["claims_extractor.py", "חילוץ טענות מכתבי טענות", "Sonnet", "שלב 3 — הבא בתור"],
-            ["brainstorm.py", "סיעור מוחות — כיווני נימוק", "Sonnet", "שלב 4"],
-            ["block_writer.py", "כתיבת בלוקים של החלטה", "Sonnet/Opus", "שלב 5"],
-            ["qa_validator.py", "בדיקת איכות QA", "Sonnet", "שלב 6"],
-            ["style_analyzer.py", "ניתוח סגנון דפנה", "Opus", "חד-פעמי"],
-            ["learning_loop.py", "למידה מהחלטה סופית", "Sonnet", "סוף תהליך"],
-        ],
-    )
-    print(table)

build.sh

@@ -4,13 +4,16 @@ set -euo pipefail
 VERSION=$(python3 -c "import json; print(json.load(open('manifest.json'))['version'])")
 MODULE=$(python3 -c "import json; m=json.load(open('manifest.json')); print(m.get('module', m['name']))")
 ZIPNAME="${MODULE}-${VERSION}.zip"
+BUILDDIR="build"
 
 # Update version in README.md if it exists
 if [[ -f README.md ]]; then
   sed -i "s/\*\*גרסה:\*\* [^ |]*/\*\*גרסה:\*\* ${VERSION}/" README.md
 fi
+
+mkdir -p "$BUILDDIR"
 echo "Building $ZIPNAME..."
-rm -f "$ZIPNAME"
-zip -r "$ZIPNAME" manifest.json files/ \
-  -x "*.DS_Store" "*__MACOSX*" "*.zip"
-echo "✓ Built: $ZIPNAME ($(du -h "$ZIPNAME" | cut -f1))"
+rm -f "$BUILDDIR/$ZIPNAME"
+zip -r "$BUILDDIR/$ZIPNAME" manifest.json files/ \
+  -x "*.DS_Store" "*__MACOSX*"
+echo "✓ Built: $BUILDDIR/$ZIPNAME ($(du -h "$BUILDDIR/$ZIPNAME" | cut -f1))"

files/custom/Espo/Modules/SmartAssistant/Controllers/SmartAssistant.php

@@ -9,17 +9,23 @@ use Espo\Core\Exceptions\Forbidden;
 use Espo\Core\InjectableFactory;
 use Espo\Core\Acl;
 use Espo\Modules\SmartAssistant\Services\SmartAssistantService;
+use Espo\Modules\SmartAssistant\Services\ActionExecutor;
 use Espo\Modules\SmartAssistant\Services\CaseMemoryService;
+use Espo\Modules\SmartAssistant\Services\DocumentAnalyzer;
+use Espo\Modules\SmartAssistant\Services\GenericTemplateGenerator;
+use Espo\Entities\User;
 
 class SmartAssistant
 {
     private InjectableFactory $injectableFactory;
     private Acl $acl;
+    private User $user;
 
-    public function __construct(InjectableFactory $injectableFactory, Acl $acl)
+    public function __construct(InjectableFactory $injectableFactory, Acl $acl, User $user)
     {
         $this->injectableFactory = $injectableFactory;
         $this->acl = $acl;
+        $this->user = $user;
     }
 
     private function getService(): SmartAssistantService
@@ -169,4 +175,213 @@ class SmartAssistant
             'id' => $entry->get('id'),
         ];
     }
+
+    public function postActionExecuteTool(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        if (empty($data->tool)) {
+            throw new BadRequest('tool is required.');
+        }
+
+        $tool = $data->tool;
+        $params = json_decode(json_encode($data->params ?? []), true) ?? [];
+        $caseId = $data->caseId ?? null;
+
+        $executor = $this->injectableFactory->create(ActionExecutor::class);
+
+        return $executor->execute($tool, $params, $caseId, $this->user->getId());
+    }
+
+    public function postActionReadDocument(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $filePath = $data->filePath ?? null;
+        if (empty($filePath)) {
+            throw new BadRequest('filePath is required.');
+        }
+
+        $maxLength = isset($data->maxLength) ? (int) $data->maxLength : null;
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $text = $analyzer->extractFullText($filePath, $maxLength);
+
+        return [
+            'success' => $text !== null,
+            'text' => $text,
+            'fileName' => basename($filePath),
+            'charCount' => $text !== null ? mb_strlen($text) : 0,
+        ];
+    }
+
+    public function postActionGetDocumentBytes(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $filePath = $data->filePath ?? null;
+        if (empty($filePath)) {
+            throw new BadRequest('filePath is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->getDocumentBytes($filePath);
+    }
+
+    public function postActionReadMultipleDocuments(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $filePaths = $data->filePaths ?? [];
+        if (empty($filePaths)) {
+            throw new BadRequest('filePaths is required (array of file paths).');
+        }
+
+        $maxPerFile = isset($data->maxCharsPerFile) ? (int) $data->maxCharsPerFile : 50000;
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $results = $analyzer->extractMultipleDocuments((array) $filePaths, $maxPerFile);
+
+        return [
+            'success' => true,
+            'documents' => $results,
+        ];
+    }
+
+    public function postActionBatchRename(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $renames = $data->renames ?? [];
+        if (empty($renames)) {
+            throw new BadRequest('renames is required (array of {sourcePath, newName}).');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $results = [];
+        $successCount = 0;
+
+        foreach ($renames as $rename) {
+            $rename = (array) $rename;
+            $sourcePath = $rename['sourcePath'] ?? null;
+            $newName = $rename['newName'] ?? null;
+
+            if (!$sourcePath || !$newName) {
+                $results[] = ['success' => false, 'error' => 'Missing sourcePath or newName'];
+                continue;
+            }
+
+            try {
+                $result = $analyzer->renameDocument($sourcePath, $newName);
+                $results[] = ['success' => true, 'oldName' => $result['oldName'], 'newName' => $result['newName']];
+                $successCount++;
+            } catch (\Exception $e) {
+                $results[] = ['success' => false, 'oldName' => basename($sourcePath), 'error' => $e->getMessage()];
+            }
+        }
+
+        return [
+            'success' => true,
+            'totalCount' => count($renames),
+            'successCount' => $successCount,
+            'results' => $results,
+        ];
+    }
+
+    public function postActionListDocuments(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $caseId = $data->caseId ?? null;
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->listDocumentsRecursive($caseId);
+    }
+
+    public function postActionBrowseFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $path = $data->path ?? null;
+        if ($path === null) {
+            throw new BadRequest('path is required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return [
+            'path' => $path,
+            'entries' => $analyzer->browseFolder((string) $path),
+        ];
+    }
+
+    public function postActionFindCaseFolder(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $query = $data->query ?? null;
+        if (empty($query)) {
+            throw new BadRequest('query is required.');
+        }
+
+        $limit = isset($data->limit) ? max(1, min((int) $data->limit, 50)) : 20;
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return [
+            'query' => $query,
+            'matches' => $analyzer->findCaseFolder((string) $query, $limit),
+        ];
+    }
+
+    public function postActionSetCaseFolderPath(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        if (!$this->acl->checkScope('Case', 'edit')) {
+            throw new Forbidden('No edit access to Case.');
+        }
+
+        $data = $request->getParsedBody();
+        $caseId = $data->caseId ?? null;
+        $path = $data->path ?? null;
+
+        if (empty($caseId) || empty($path)) {
+            throw new BadRequest('caseId and path are required.');
+        }
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        return $analyzer->setCaseFolderPath((string) $caseId, (string) $path);
+    }
+
+    public function postActionGenerateFromTemplate(Request $request, Response $response): array
+    {
+        $this->checkAccess();
+        $data = $request->getParsedBody();
+
+        $templateId = $data->templateId ?? null;
+        $caseId = $data->caseId ?? null;
+
+        if (empty($templateId)) {
+            throw new BadRequest('templateId is required.');
+        }
+        if (empty($caseId)) {
+            throw new BadRequest('caseId is required.');
+        }
+
+        $documentSubject = $data->documentSubject ?? null;
+        $customPlaceholders = (array) ($data->customPlaceholders ?? []);
+
+        $generator = $this->injectableFactory->create(GenericTemplateGenerator::class);
+
+        return $generator->generate($templateId, $caseId, $documentSubject, $customPlaceholders);
+    }
 }

files/custom/Espo/Modules/SmartAssistant/Resources/metadata/integrations/SmartAssistant.json

@@ -27,6 +27,18 @@
         "upcomingHearingDays": {
             "type": "int",
             "default": 7
+        },
+        "maxDocumentChars": {
+            "type": "int",
+            "default": 100000
+        },
+        "agenticLoopEnabled": {
+            "type": "bool",
+            "default": true
+        },
+        "maxAgenticLoops": {
+            "type": "int",
+            "default": 3
         }
     },
     "allowUserAccess": false,

files/custom/Espo/Modules/SmartAssistant/Resources/routes.json

@@ -86,5 +86,13 @@
             "controller": "SmartAssistant",
             "action": "saveMemory"
         }
+    },
+    {
+        "route": "/SmartAssistant/action/executeTool",
+        "method": "post",
+        "params": {
+            "controller": "SmartAssistant",
+            "action": "executeTool"
+        }
     }
 ]

files/custom/Espo/Modules/SmartAssistant/Services/ActionExecutor.php

@@ -49,7 +49,10 @@ class ActionExecutor
             'schedule_hearing' => $this->scheduleHearing($params, $caseId, $userId),
             'list_documents' => $this->listDocuments($caseId),
             'analyze_document' => $this->analyzeDocument($params, $caseId),
+            'read_document' => $this->readDocument($params, $caseId),
+            'read_multiple_documents' => $this->readMultipleDocuments($params, $caseId),
             'rename_document' => $this->renameDocument($params),
+            'batch_rename_documents' => $this->batchRenameDocuments($params),
             'upload_document' => $this->uploadDocument($params, $caseId),
             'generate_document' => $this->generateDocument($params, $caseId),
             'merge_documents' => $this->mergeDocuments($params, $caseId),
@@ -383,6 +386,65 @@ class ActionExecutor
         return ['success' => true, 'message' => implode("\n", $lines), 'data' => ['filePath' => $filePath, 'hasTextContent' => $text !== null]];
     }
 
+    private function readDocument(array $params, ?string $caseId): array
+    {
+        $filePath = $params['filePath'] ?? null;
+        if (!$filePath) throw new Error('filePath parameter is required.');
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $text = $analyzer->extractFullText($filePath);
+        $fileName = basename($filePath);
+
+        if ($text === null) {
+            return ['success' => false, 'message' => "לא ניתן לחלץ טקסט מ-\"{$fileName}\""];
+        }
+
+        return [
+            'success' => true,
+            'message' => $text,
+            'data' => [
+                'filePath' => $filePath,
+                'fileName' => $fileName,
+                'charCount' => mb_strlen($text),
+            ],
+        ];
+    }
+
+    private function readMultipleDocuments(array $params, ?string $caseId): array
+    {
+        $filePaths = $params['filePaths'] ?? [];
+        if (empty($filePaths)) throw new Error('filePaths parameter is required (array of file paths).');
+
+        $maxPerFile = $params['maxCharsPerFile'] ?? 50000;
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $results = $analyzer->extractMultipleDocuments($filePaths, $maxPerFile);
+
+        $lines = [];
+        $successCount = 0;
+
+        foreach ($results as $r) {
+            $lines[] = "=== {$r['fileName']} ===";
+            if (!empty($r['error'])) {
+                $lines[] = "שגיאה: {$r['error']}";
+            } elseif ($r['text'] === null) {
+                $lines[] = "לא ניתן לחלץ טקסט";
+            } else {
+                $lines[] = $r['text'];
+                $successCount++;
+            }
+            $lines[] = '';
+        }
+
+        return [
+            'success' => true,
+            'message' => implode("\n", $lines),
+            'data' => [
+                'totalFiles' => count($filePaths),
+                'successCount' => $successCount,
+            ],
+        ];
+    }
+
     private function renameDocument(array $params): array
     {
         $sourcePath = $params['sourcePath'] ?? null;
@@ -395,6 +457,37 @@ class ActionExecutor
         return ['success' => true, 'message' => "המסמך שונה מ-\"{$result['oldName']}\" ל-\"{$result['newName']}\"", 'data' => $result];
     }
 
+    private function batchRenameDocuments(array $params): array
+    {
+        $renames = $params['renames'] ?? [];
+        if (empty($renames)) throw new Error('renames parameter is required (array of {sourcePath, newName}).');
+
+        $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
+        $results = [];
+        $successCount = 0;
+
+        foreach ($renames as $rename) {
+            $sourcePath = $rename['sourcePath'] ?? null;
+            $newName = $rename['newName'] ?? null;
+
+            if (!$sourcePath || !$newName) {
+                $results[] = "שגיאה: חסר sourcePath או newName";
+                continue;
+            }
+
+            try {
+                $result = $analyzer->renameDocument($sourcePath, $newName);
+                $results[] = "\"{$result['oldName']}\" → \"{$result['newName']}\"";
+                $successCount++;
+            } catch (\Exception $e) {
+                $results[] = "שגיאה בשינוי שם \"" . basename($sourcePath) . "\": " . $e->getMessage();
+            }
+        }
+
+        $msg = "שינוי שמות: {$successCount}/" . count($renames) . " הצליחו\n" . implode("\n", $results);
+        return ['success' => true, 'message' => $msg];
+    }
+
     private function uploadDocument(array $params, ?string $caseId): array
     {
         if (!$caseId) {

files/custom/Espo/Modules/SmartAssistant/Services/AlertCalculator.php

@@ -46,7 +46,7 @@ class AlertCalculator
             ->where(['status!=' => self::CLOSED_STATUSES, 'deleted' => false])->count();
 
         $totalOverdueTasks = $this->entityManager->getRDBRepository('Task')
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => 'Case'])->count();
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => ['Case', 'Contact']])->count();
 
         $upcomingHearings = $this->entityManager->getRDBRepository('Case')
             ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $weekEnd, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])->count();
@@ -106,7 +106,7 @@ class AlertCalculator
 
         $tasks = $this->entityManager->getRDBRepository('Task')
             ->select(['id', 'name', 'dateEnd', 'status', 'parentId', 'parentType', 'parentName', 'assignedUserName'])
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => 'Case'])
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd<' => $today, 'dateEnd!=' => null, 'deleted' => false, 'parentType' => ['Case', 'Contact']])
             ->order('dateEnd', 'ASC')->limit(0, 50)->find();
 
         foreach ($tasks as $task) {
@@ -132,7 +132,7 @@ class AlertCalculator
         $recentTaskThreshold = date('Y-m-d H:i:s', strtotime('-7 days'));
 
         $cases = $this->entityManager->getRDBRepository('Case')
-            ->select(['id', 'name', 'cNextHearing', 'assignedUserName', 'cLastActivityAt'])
+            ->select(['id', 'name', 'cNextHearing', 'assignedUserName', 'cLastActivityAt', 'contactId'])
             ->where(['cNextHearing>=' => $today, 'cNextHearing<=' => $threshold, 'status!=' => self::CLOSED_STATUSES, 'deleted' => false])
             ->order('cNextHearing', 'ASC')->find();
 
@@ -140,13 +140,7 @@ class AlertCalculator
             $lastActivity = $case->get('cLastActivityAt');
             if ($lastActivity && $lastActivity >= $recentActivityThreshold) continue;
 
-            $openTaskCount = $this->entityManager->getRDBRepository('Task')
-                ->where(['parentId' => $case->get('id'), 'parentType' => 'Case', 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false])->count();
-            if ($openTaskCount > 0) continue;
-
-            $recentCompleted = $this->entityManager->getRDBRepository('Task')
-                ->where(['parentId' => $case->get('id'), 'parentType' => 'Case', 'status' => 'Completed', 'modifiedAt>=' => $recentTaskThreshold, 'deleted' => false])->count();
-            if ($recentCompleted > 0) continue;
+            if ($this->caseHasPreparation($case, $recentTaskThreshold)) continue;
 
             $daysUntil = (new \DateTime())->diff(new \DateTime($case->get('cNextHearing')))->days;
             $severity = ($daysUntil <= 1) ? 'critical' : 'warning';
@@ -162,6 +156,104 @@ class AlertCalculator
         return $alerts;
     }
 
+    /**
+     * Check if a case has any evidence of hearing preparation:
+     * 1. Tasks linked directly to the case (parentType='Case')
+     * 2. Tasks linked to the case's contacts (parentType='Contact')
+     * 3. Tasks linked through NhActivity records for this case
+     */
+    private function caseHasPreparation(\Espo\ORM\Entity $case, string $recentTaskThreshold): bool
+    {
+        $caseId = $case->get('id');
+
+        // Collect all parentId+parentType pairs that relate to this case
+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+
+        // Also check tasks linked to the case's contacts
+        $contactIds = $this->getCaseContactIds($case);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
+        // Check 1: Any open tasks linked to the case or its contacts
+        $openTaskCount = $this->entityManager->getRDBRepository('Task')
+            ->where([
+                'OR' => $parentConditions,
+                'status!=' => ['Completed', 'Canceled', 'Deferred'],
+                'deleted' => false,
+            ])->count();
+        if ($openTaskCount > 0) return true;
+
+        // Check 2: Any recently completed tasks linked to the case or its contacts
+        $recentCompleted = $this->entityManager->getRDBRepository('Task')
+            ->where([
+                'OR' => $parentConditions,
+                'status' => 'Completed',
+                'modifiedAt>=' => $recentTaskThreshold,
+                'deleted' => false,
+            ])->count();
+        if ($recentCompleted > 0) return true;
+
+        // Check 3: Tasks linked through NhActivity records for this case
+        $nhActivityTaskCount = $this->entityManager->getRDBRepository('NhActivity')
+            ->where([
+                'caseId' => $caseId,
+                'taskId!=' => null,
+                'deleted' => false,
+            ])->count();
+
+        if ($nhActivityTaskCount > 0) {
+            $nhActivities = $this->entityManager->getRDBRepository('NhActivity')
+                ->select(['taskId'])
+                ->where([
+                    'caseId' => $caseId,
+                    'taskId!=' => null,
+                    'deleted' => false,
+                ])->find();
+
+            $taskIds = [];
+            foreach ($nhActivities as $nha) {
+                $taskIds[] = $nha->get('taskId');
+            }
+
+            $activeNhTasks = $this->entityManager->getRDBRepository('Task')
+                ->where([
+                    'id' => $taskIds,
+                    'status!=' => ['Canceled'],
+                    'deleted' => false,
+                ])->count();
+            if ($activeNhTasks > 0) return true;
+        }
+
+        return false;
+    }
+
+    private function getCaseContactIds(\Espo\ORM\Entity $case): array
+    {
+        $contactIds = [];
+
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
+
     private function findUnassignedNewCases(): array
     {
         $alerts = [];
@@ -191,7 +283,7 @@ class AlertCalculator
 
         $tasks = $this->entityManager->getRDBRepository('Task')
             ->select(['id', 'name', 'dateEnd', 'parentId', 'parentType', 'parentName', 'assignedUserName'])
-            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd>=' => $today, 'dateEnd<=' => $threshold, 'deleted' => false, 'parentType' => 'Case'])
+            ->where(['status!=' => ['Completed', 'Canceled', 'Deferred'], 'dateEnd>=' => $today, 'dateEnd<=' => $threshold, 'deleted' => false, 'parentType' => ['Case', 'Contact']])
             ->order('dateEnd', 'ASC')->limit(0, 30)->find();
 
         foreach ($tasks as $task) {
@@ -237,7 +329,7 @@ class AlertCalculator
 
         foreach (array_keys($userCounts) as $uid) {
             $userCounts[$uid]['openTasks'] = $this->entityManager->getRDBRepository('Task')
-                ->where(['assignedUserId' => $uid, 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false, 'parentType' => 'Case'])->count();
+                ->where(['assignedUserId' => $uid, 'status!=' => ['Completed', 'Canceled', 'Deferred'], 'deleted' => false, 'parentType' => ['Case', 'Contact']])->count();
         }
 
         return array_values($userCounts);

files/custom/Espo/Modules/SmartAssistant/Services/CaseContextBuilder.php

@@ -33,6 +33,7 @@ class CaseContextBuilder
             'recentNotes' => $this->getRecentNotes($caseId),
             'availableTemplates' => $this->getAvailableTemplates(),
             'documents' => $this->getDocumentListing($caseId),
+            'signatureRequests' => $this->getSignatureRequests($caseId),
             'currentUser' => $this->getUserData($userId),
             'validStatuses' => ActionExecutor::VALID_STATUSES,
         ];
@@ -82,9 +83,18 @@ class CaseContextBuilder
 
     private function getOpenTasks(string $caseId): array
     {
+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+
+        $contactIds = $this->getCaseContactIds($caseId);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
         $tasks = [];
         $collection = $this->entityManager->getRDBRepository('Task')
-            ->where(['parentType' => 'Case', 'parentId' => $caseId, 'status!=' => ['Completed', 'Canceled']])
+            ->where(['OR' => $parentConditions, 'status!=' => ['Completed', 'Canceled']])
             ->order('dateEnd', 'ASC')->limit(0, 10)->find();
 
         foreach ($collection as $t) {
@@ -97,6 +107,32 @@ class CaseContextBuilder
         return $tasks;
     }
 
+    private function getCaseContactIds(string $caseId): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) return [];
+
+        $contactIds = [];
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
+
     private function getUpcomingMeetings(string $caseId): array
     {
         $meetings = [];
@@ -167,13 +203,51 @@ class CaseContextBuilder
         return ['id' => $user->get('id'), 'name' => $user->get('name')];
     }
 
+    private function getSignatureRequests(string $caseId): array
+    {
+        try {
+            $collection = $this->entityManager->getRDBRepository('SignatureRequest')
+                ->where([
+                    'caseId' => $caseId,
+                    'status!=' => ['Completed', 'Voided'],
+                ])
+                ->order('createdAt', 'DESC')
+                ->limit(0, 10)
+                ->find();
+
+            $requests = [];
+
+            foreach ($collection as $sr) {
+                $requests[] = [
+                    'id' => $sr->get('id'),
+                    'name' => $sr->get('name'),
+                    'status' => $sr->get('status'),
+                    'sentAt' => $sr->get('sentAt'),
+                ];
+            }
+
+            return $requests;
+        } catch (\Exception $e) {
+            // SignatureRequest entity might not exist if DigitalSignature not installed
+            return [];
+        }
+    }
+
     private function getDocumentListing(string $caseId): array
     {
         try {
             $analyzer = $this->injectableFactory->create(DocumentAnalyzer::class);
             $result = $analyzer->listDocumentsRecursive($caseId);
 
-            $simplified = ['totalFiles' => $result['totalFiles'], 'folders' => [], 'rootFiles' => []];
+            $simplified = [
+                'totalFiles' => $result['totalFiles'],
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $result['resolvedPath'] ?? null,
+                'pathSource' => $result['pathSource'] ?? null,
+                'folderExists' => $result['folderExists'] ?? null,
+                'diagnostic' => $result['reason'] ?? null,
+            ];
 
             foreach ($result['folders'] as $folder) {
                 $files = [];

files/custom/Espo/Modules/SmartAssistant/Services/DocumentAnalyzer.php

@@ -11,13 +11,14 @@ use Espo\Modules\NetworkStorageIntegration\Classes\StorageClientInterface;
 
 class DocumentAnalyzer
 {
-    private const MAX_TEXT_LENGTH = 2000;
+    private const DEFAULT_MAX_TEXT_LENGTH = 100000;
     private const MAX_FILE_SIZE = 10 * 1024 * 1024;
     private const TMP_DIR = 'data/tmp/assistant-docs';
 
     private EntityManager $entityManager;
     private InjectableFactory $injectableFactory;
     private Log $log;
+    private ?int $maxTextLength = null;
 
     private const CATEGORY_PATTERNS = [
         'כתבי_טענות' => ['כתב_תביעה', 'כתב תביעה', 'כתב_הגנה', 'כתב הגנה', 'סיכומים', 'תביעה', 'הגנה', 'כתב_ערעור', 'כתב ערעור', 'בקשה', 'תגובה', 'תשובה'],
@@ -40,11 +41,67 @@ class DocumentAnalyzer
 
     public function listDocumentsRecursive(string $caseId): array
     {
-        $casePath = $this->getCaseFolderPath($caseId);
-        if (!$casePath) return ['casePath' => null, 'totalFiles' => 0, 'folders' => [], 'rootFiles' => []];
+        $description = $this->describeCaseFolderPath($caseId);
+        $casePath = $description['path'];
+
+        if (!$casePath) {
+            return [
+                'casePath' => null,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => null,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => $description['error'] ?? 'Case has no networkStorageFolderPath and no default could be computed.',
+            ];
+        }
 
         $client = $this->getStorageClient();
-        $topLevel = $client->listFolder($casePath);
+
+        try {
+            $folderExists = $client->exists($casePath);
+        } catch (\Exception $e) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => "Storage client failed while checking '{$casePath}': " . $e->getMessage(),
+            ];
+        }
+
+        if (!$folderExists) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => false,
+                'reason' => "Folder '{$casePath}' (source: {$description['source']}) does not exist on storage.",
+            ];
+        }
+
+        try {
+            $topLevel = $client->listFolder($casePath);
+        } catch (\Exception $e) {
+            return [
+                'casePath' => $casePath,
+                'totalFiles' => 0,
+                'folders' => [],
+                'rootFiles' => [],
+                'resolvedPath' => $casePath,
+                'pathSource' => $description['source'],
+                'folderExists' => true,
+                'reason' => "Failed to list folder '{$casePath}': " . $e->getMessage(),
+            ];
+        }
+
         $folders = []; $rootFiles = []; $totalFiles = 0;
 
         foreach ($topLevel as $item) {
@@ -69,10 +126,26 @@ class DocumentAnalyzer
             }
         }
 
-        return ['casePath' => $casePath, 'totalFiles' => $totalFiles, 'folders' => $folders, 'rootFiles' => $rootFiles];
+        return [
+            'casePath' => $casePath,
+            'totalFiles' => $totalFiles,
+            'folders' => $folders,
+            'rootFiles' => $rootFiles,
+            'resolvedPath' => $casePath,
+            'pathSource' => $description['source'],
+            'folderExists' => true,
+            'reason' => $totalFiles === 0 ? "Folder '{$casePath}' exists but is empty." : null,
+        ];
     }
 
     public function extractTextContent(string $filePath): ?string
+    {
+        $maxLen = $this->getMaxTextLength();
+        $text = $this->extractFullText($filePath, $maxLen);
+        return $text;
+    }
+
+    public function extractFullText(string $filePath, ?int $maxLength = null): ?string
     {
         $client = $this->getStorageClient();
         $filename = basename($filePath);
@@ -98,8 +171,120 @@ class DocumentAnalyzer
 
         if (file_exists($tmpFile)) unlink($tmpFile);
         if ($text === null) return null;
-        if (mb_strlen($text) > self::MAX_TEXT_LENGTH) $text = mb_substr($text, 0, self::MAX_TEXT_LENGTH) . '...';
-        return trim($text);
+
+        $text = trim($text);
+        if ($maxLength !== null && mb_strlen($text) > $maxLength) {
+            $text = mb_substr($text, 0, $maxLength) . '...';
+        }
+
+        return $text;
+    }
+
+    /**
+     * Fetch raw file bytes + metadata for OCR/vision fallback.
+     *
+     * @return array{success: bool, fileName: string, mimeType: string, sizeBytes: int, base64: ?string, error: ?string}
+     */
+    public function getDocumentBytes(string $filePath): array
+    {
+        $fileName = basename($filePath);
+        $client = $this->getStorageClient();
+
+        try {
+            $content = $client->downloadFile($filePath);
+        } catch (\Exception $e) {
+            return [
+                'success' => false,
+                'fileName' => $fileName,
+                'mimeType' => '',
+                'sizeBytes' => 0,
+                'base64' => null,
+                'error' => 'Failed to download: ' . $e->getMessage(),
+            ];
+        }
+
+        $sizeBytes = strlen($content);
+        if ($sizeBytes > self::MAX_FILE_SIZE) {
+            return [
+                'success' => false,
+                'fileName' => $fileName,
+                'mimeType' => '',
+                'sizeBytes' => $sizeBytes,
+                'base64' => null,
+                'error' => 'File too large (max 10MB).',
+            ];
+        }
+
+        $mimeType = $this->guessMimeType($fileName, $content);
+
+        return [
+            'success' => true,
+            'fileName' => $fileName,
+            'mimeType' => $mimeType,
+            'sizeBytes' => $sizeBytes,
+            'base64' => base64_encode($content),
+            'error' => null,
+        ];
+    }
+
+    private function guessMimeType(string $fileName, string $content): string
+    {
+        $ext = strtolower(pathinfo($fileName, PATHINFO_EXTENSION));
+        $map = [
+            'pdf' => 'application/pdf',
+            'docx' => 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+            'doc' => 'application/msword',
+            'txt' => 'text/plain',
+            'csv' => 'text/csv',
+            'log' => 'text/plain',
+            'png' => 'image/png',
+            'jpg' => 'image/jpeg',
+            'jpeg' => 'image/jpeg',
+            'gif' => 'image/gif',
+            'bmp' => 'image/bmp',
+            'tiff' => 'image/tiff',
+            'tif' => 'image/tiff',
+            'webp' => 'image/webp',
+        ];
+        if (isset($map[$ext])) {
+            return $map[$ext];
+        }
+        // Fallback: finfo
+        if (function_exists('finfo_buffer')) {
+            $finfo = finfo_open(FILEINFO_MIME_TYPE);
+            $mime = finfo_buffer($finfo, $content);
+            finfo_close($finfo);
+            if ($mime) return $mime;
+        }
+        return 'application/octet-stream';
+    }
+
+    public function extractMultipleDocuments(array $filePaths, int $maxPerFile = 50000): array
+    {
+        $results = [];
+
+        foreach ($filePaths as $filePath) {
+            $fileName = basename($filePath);
+            try {
+                $text = $this->extractFullText($filePath, $maxPerFile);
+                $results[] = [
+                    'path' => $filePath,
+                    'fileName' => $fileName,
+                    'text' => $text,
+                    'charCount' => $text !== null ? mb_strlen($text) : 0,
+                ];
+            } catch (\Exception $e) {
+                $results[] = [
+                    'path' => $filePath,
+                    'fileName' => $fileName,
+                    'text' => null,
+                    'charCount' => 0,
+                    'error' => $e->getMessage(),
+                ];
+            }
+        }
+
+        return $results;
     }
 
     public function renameDocument(string $sourcePath, string $newName): array
@@ -151,24 +336,181 @@ class DocumentAnalyzer
     }
 
     public function getCaseFolderPath(string $caseId): ?string
+    {
+        return $this->describeCaseFolderPath($caseId)['path'];
+    }
+
+    /**
+     * Resolve the case folder path with diagnostic metadata.
+     *
+     * @return array{path: ?string, source: string, error: ?string, caseExists: bool}
+     *   source: 'stored' | 'computed' | 'none'
+     */
+    public function describeCaseFolderPath(string $caseId): array
     {
         $case = $this->entityManager->getEntityById('Case', $caseId);
-        if (!$case) return null;
+        if (!$case) {
+            return ['path' => null, 'source' => 'none', 'error' => "Case '{$caseId}' not found.", 'caseExists' => false];
+        }
 
-        // Try stored path first
         $storedPath = $case->get('networkStorageFolderPath') ?: null;
-        if ($storedPath) return $storedPath;
+        if ($storedPath) {
+            return ['path' => $storedPath, 'source' => 'stored', 'error' => null, 'caseExists' => true];
+        }
 
-        // Fall back to computed path from NetworkDocumentService
         try {
             $nds = $this->getNetworkDocumentService();
-            return $nds->getEntityFolderPath('Case', $caseId);
+            $computed = $nds->getEntityFolderPath('Case', $caseId);
+            if ($computed) {
+                return ['path' => $computed, 'source' => 'computed', 'error' => null, 'caseExists' => true];
+            }
+            return ['path' => null, 'source' => 'none', 'error' => 'No stored path, and default path computation returned null.', 'caseExists' => true];
         } catch (\Exception $e) {
-            $this->log->warning("SmartAssistant: Failed to get case folder path: " . $e->getMessage());
-            return null;
+            $this->log->warning("SmartAssistant: Failed to compute case folder path: " . $e->getMessage());
+            return ['path' => null, 'source' => 'none', 'error' => $e->getMessage(), 'caseExists' => true];
         }
     }
 
+    /**
+     * List the immediate contents of an arbitrary folder path on network storage.
+     * Manual override for when auto-resolution of a case folder fails.
+     *
+     * @return array<int, array{name: string, path: string, type: string, size: ?int, mimeType: ?string, modified: ?string}>
+     */
+    public function browseFolder(string $path): array
+    {
+        $client = $this->getStorageClient();
+        $entries = [];
+        foreach ($client->listFolder($path) as $item) {
+            $isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
+            $entries[] = [
+                'name' => $item['name'] ?? '',
+                'path' => $item['path'] ?? '',
+                'type' => $isFolder ? 'folder' : 'file',
+                'size' => $item['size'] ?? null,
+                'mimeType' => $item['mimeType'] ?? null,
+                'modified' => $item['modified'] ?? null,
+            ];
+        }
+        return $entries;
+    }
+
+    /**
+     * Search the storage for folders matching a query (case-insensitive substring).
+     * Scans root and one level deep. Returns sorted matches.
+     *
+     * @return array<int, array{path: string, name: string, level: int, score: int}>
+     */
+    public function findCaseFolder(string $query, int $limit = 20): array
+    {
+        $normalized = trim($query);
+        if ($normalized === '') return [];
+
+        $client = $this->getStorageClient();
+        $needle = mb_strtolower($normalized);
+        $matches = [];
+
+        try {
+            $roots = $client->listFolder('');
+        } catch (\Exception $e) {
+            $this->log->warning("SmartAssistant: findCaseFolder root listing failed: " . $e->getMessage());
+            return [];
+        }
+
+        foreach ($roots as $item) {
+            $isFolder = ($item['type'] ?? null) === 'folder' || !empty($item['isFolder']);
+            if (!$isFolder) continue;
+
+            $name = (string) ($item['name'] ?? '');
+            $path = (string) ($item['path'] ?? $name);
+
+            $score = $this->fuzzyScore($name, $needle);
+            if ($score > 0) {
+                $matches[] = ['path' => $path, 'name' => $name, 'level' => 0, 'score' => $score];
+            }
+
+            // One level deeper, but only inspect folder names — don't list files to keep it cheap.
+            try {
+                foreach ($client->listFolder($path) as $sub) {
+                    $subIsFolder = ($sub['type'] ?? null) === 'folder' || !empty($sub['isFolder']);
+                    if (!$subIsFolder) continue;
+                    $subName = (string) ($sub['name'] ?? '');
+                    $subPath = (string) ($sub['path'] ?? ($path . '/' . $subName));
+                    $subScore = $this->fuzzyScore($subName, $needle);
+                    if ($subScore > 0) {
+                        $matches[] = ['path' => $subPath, 'name' => $subName, 'level' => 1, 'score' => $subScore];
+                    }
+                }
+            } catch (\Exception $e) {
+                // Non-fatal: skip unreadable subfolders silently.
+            }
+        }
+
+        usort($matches, fn($a, $b) => $b['score'] <=> $a['score']);
+        return array_slice($matches, 0, $limit);
+    }
+
+    /**
+     * Persist the resolved folder path on the Case so future calls skip discovery.
+     */
+    public function setCaseFolderPath(string $caseId, string $path): array
+    {
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) {
+            throw new Error("Case '{$caseId}' not found.");
+        }
+
+        $client = $this->getStorageClient();
+        if (!$client->exists($path)) {
+            throw new Error("Path '{$path}' does not exist on storage.");
+        }
+
+        $case->set('networkStorageFolderPath', $path);
+        $this->entityManager->saveEntity($case);
+
+        return ['success' => true, 'caseId' => $caseId, 'path' => $path];
+    }
+
+    private function fuzzyScore(string $haystack, string $needleLower): int
+    {
+        $hay = mb_strtolower($haystack);
+        if ($hay === $needleLower) return 100;
+        if (mb_strpos($hay, $needleLower) !== false) return 80;
+
+        // Token overlap (whitespace/dash/underscore).
+        $hayTokens = preg_split('/[\s\-_]+/u', $hay) ?: [];
+        $needleTokens = preg_split('/[\s\-_]+/u', $needleLower) ?: [];
+        $hits = 0;
+        foreach ($needleTokens as $nt) {
+            if ($nt === '') continue;
+            foreach ($hayTokens as $ht) {
+                if ($ht !== '' && mb_strpos($ht, $nt) !== false) { $hits++; break; }
+            }
+        }
+        return $hits > 0 ? 40 + $hits * 5 : 0;
+    }
+
+    private function getMaxTextLength(): int
+    {
+        if ($this->maxTextLength !== null) {
+            return $this->maxTextLength;
+        }
+
+        try {
+            $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+            if ($integration && $integration->get('enabled')) {
+                $data = (array) ($integration->get('data') ?? []);
+                $this->maxTextLength = (int) ($data['maxDocumentChars'] ?? self::DEFAULT_MAX_TEXT_LENGTH);
+                return $this->maxTextLength;
+            }
+        } catch (\Exception $e) {
+            // Ignore
+        }
+
+        $this->maxTextLength = self::DEFAULT_MAX_TEXT_LENGTH;
+        return $this->maxTextLength;
+    }
+
     private function getStorageClient(): StorageClientInterface
     {
         return $this->getNetworkDocumentService()->getClient();

files/custom/Espo/Modules/SmartAssistant/Services/GenericTemplateGenerator.php

@@ -0,0 +1,213 @@
+<?php
+
+namespace Espo\Modules\SmartAssistant\Services;
+
+use Espo\Core\Exceptions\Error;
+use Espo\Core\Exceptions\NotFound;
+use Espo\Core\InjectableFactory;
+use Espo\Core\Utils\Log;
+use Espo\ORM\EntityManager;
+use Espo\Entities\User;
+use Espo\Modules\NetworkStorageIntegration\Services\DocumentTemplateService;
+use Espo\Modules\NetworkStorageIntegration\Services\NetworkDocumentService;
+use PhpOffice\PhpWord\TemplateProcessor;
+
+class GenericTemplateGenerator
+{
+    private const TEMP_DIR = 'data/tmp/';
+
+    public function __construct(
+        private EntityManager $entityManager,
+        private InjectableFactory $injectableFactory,
+        private Log $log,
+        private User $user
+    ) {}
+
+    public function generate(string $templateId, string $caseId, ?string $documentSubject = null, array $customPlaceholders = []): array
+    {
+        $template = $this->entityManager->getEntityById('DocumentTemplate', $templateId);
+        if (!$template) {
+            throw new NotFound("Template {$templateId} not found.");
+        }
+
+        if (!$template->get('isActive')) {
+            throw new Error("Template is not active.");
+        }
+
+        $templatePath = $template->get('templatePath');
+        if (!$templatePath) {
+            throw new Error("Template path is not configured.");
+        }
+
+        $case = $this->entityManager->getEntityById('Case', $caseId);
+        if (!$case) {
+            throw new NotFound("Case {$caseId} not found.");
+        }
+
+        $templateName = $template->get('name') ?? 'document';
+
+        // Step 1: Download template from WebDAV
+        $localTemplatePath = $this->downloadTemplate($templatePath);
+
+        try {
+            // Step 2: Build placeholder data from entity fields
+            $templateService = $this->injectableFactory->create(DocumentTemplateService::class);
+            $placeholderData = $templateService->buildPlaceholderData($case);
+
+            // Step 3: Merge custom placeholders (override entity data)
+            foreach ($customPlaceholders as $key => $value) {
+                $placeholderData[$key] = $value;
+            }
+
+            // Step 4: Process template
+            $outputPath = self::TEMP_DIR . uniqid('gen_') . '.docx';
+            if (!is_dir(self::TEMP_DIR)) {
+                mkdir(self::TEMP_DIR, 0775, true);
+            }
+
+            $this->processTemplate($localTemplatePath, $outputPath, $placeholderData);
+
+            // Step 5: Read generated content
+            $content = file_get_contents($outputPath);
+            @unlink($outputPath);
+            @unlink($localTemplatePath);
+
+            // Step 6: Build document name
+            $contactName = $this->getContactName($case);
+            $docName = $documentSubject ?? "{$templateName} — {$contactName}";
+
+            // Step 7: Create Attachment + Document
+            $attachment = $this->entityManager->getNewEntity('Attachment');
+            $attachment->set([
+                'name' => $docName . '.docx',
+                'type' => 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
+                'role' => 'Attachment',
+                'size' => strlen($content),
+                'relatedType' => 'Document',
+            ]);
+            $this->entityManager->saveEntity($attachment);
+            file_put_contents('data/upload/' . $attachment->getId(), $content);
+
+            $document = $this->entityManager->getNewEntity('Document');
+            $document->set([
+                'name' => $docName,
+                'fileId' => $attachment->getId(),
+                'fileName' => $docName . '.docx',
+                'assignedUserId' => $this->user->getId(),
+            ]);
+            $this->entityManager->saveEntity($document);
+
+            // Link to Case
+            $this->entityManager->getRDBRepository('Case')
+                ->getRelation($case, 'documents')
+                ->relate($document);
+
+            $this->log->info("GenericTemplateGenerator: Created '{$docName}' from template '{$templateName}' for Case {$caseId}");
+
+            return [
+                'success' => true,
+                'message' => "✅ מסמך \"{$docName}\" נוצר בהצלחה מתבנית \"{$templateName}\"\n📄 המסמך צורף לתיק.",
+                'entityType' => 'Document',
+                'entityId' => $document->getId(),
+            ];
+        } catch (\Exception $e) {
+            if (isset($localTemplatePath) && file_exists($localTemplatePath)) {
+                @unlink($localTemplatePath);
+            }
+            throw $e;
+        }
+    }
+
+    private function downloadTemplate(string $templatePath): string
+    {
+        // Try local paths first
+        if (file_exists($templatePath)) {
+            return $templatePath;
+        }
+
+        $localPath = 'data/document-templates/' . ltrim($templatePath, '/');
+        if (file_exists($localPath)) {
+            return $localPath;
+        }
+
+        // Download from NetworkStorage (WebDAV)
+        try {
+            $nds = $this->injectableFactory->create(NetworkDocumentService::class);
+            $client = $nds->getClient();
+
+            $integration = $this->entityManager->getEntityById('Integration', 'NetworkStorage');
+            $templatesFolderPath = 'Templates';
+            if ($integration && $integration->get('enabled')) {
+                $data = (array) ($integration->get('data') ?? []);
+                $templatesFolderPath = $data['templatesFolderPath'] ?? 'Templates';
+            }
+
+            $storagePath = $templatesFolderPath . '/' . $templatePath;
+
+            if (!$client->exists($storagePath)) {
+                throw new Error("Template file not found on storage: {$storagePath}");
+            }
+
+            $content = $client->downloadFile($storagePath);
+
+            if (!is_dir(self::TEMP_DIR)) {
+                mkdir(self::TEMP_DIR, 0775, true);
+            }
+            $tmpPath = self::TEMP_DIR . 'tpl_' . uniqid() . '.docx';
+            file_put_contents($tmpPath, $content);
+
+            return $tmpPath;
+        } catch (Error $e) {
+            throw $e;
+        } catch (\Exception $e) {
+            throw new Error("Failed to download template: " . $e->getMessage());
+        }
+    }
+
+    private function processTemplate(string $inputPath, string $outputPath, array $data): void
+    {
+        if (!class_exists(TemplateProcessor::class, false)) {
+            $autoloader = 'vendor/phpoffice/phpword/src/PhpWord/Autoloader.php';
+            if (file_exists($autoloader)) {
+                require_once $autoloader;
+                \PhpOffice\PhpWord\Autoloader::register();
+            }
+        }
+
+        $processor = new TemplateProcessor($inputPath);
+
+        foreach ($data as $key => $value) {
+            if ($value === null) {
+                $value = '';
+            }
+            if (is_array($value)) {
+                $value = implode(', ', $value);
+            } elseif (is_bool($value)) {
+                $value = $value ? 'כן' : 'לא';
+            }
+            $processor->setValue($key, (string) $value);
+        }
+
+        $processor->saveAs($outputPath);
+    }
+
+    private function getContactName($case): string
+    {
+        $contactId = $case->get('contactId');
+        if (!$contactId) {
+            $ids = $case->getLinkMultipleIdList('contacts');
+            if (!empty($ids)) {
+                $contactId = $ids[0];
+            }
+        }
+
+        if ($contactId) {
+            $contact = $this->entityManager->getEntityById('Contact', $contactId);
+            if ($contact) {
+                return trim($contact->get('firstName') . ' ' . $contact->get('lastName'));
+            }
+        }
+
+        return $case->get('name') ?? '';
+    }
+}

files/custom/Espo/Modules/SmartAssistant/Services/OfficeContextBuilder.php

@@ -58,10 +58,18 @@ class OfficeContextBuilder
             $contacts[] = ['name' => $c->get('name'), 'phone' => $c->get('phoneNumber'), 'email' => $c->get('emailAddress')];
         }
 
+        $parentConditions = [
+            ['parentType' => 'Case', 'parentId' => $caseId],
+        ];
+        $contactIds = $this->getCaseContactIds($case);
+        if (!empty($contactIds)) {
+            $parentConditions[] = ['parentType' => 'Contact', 'parentId' => $contactIds];
+        }
+
         $tasks = [];
         foreach ($this->entityManager->getRDBRepository('Task')
             ->select(['id', 'name', 'status', 'dateEnd', 'assignedUserName'])
-            ->where(['parentId' => $caseId, 'parentType' => 'Case', 'status!=' => ['Completed', 'Canceled'], 'deleted' => false])
+            ->where(['OR' => $parentConditions, 'status!=' => ['Completed', 'Canceled'], 'deleted' => false])
             ->order('dateEnd', 'ASC')->limit(0, 20)->find() as $t) {
             $tasks[] = ['name' => $t->get('name'), 'status' => $t->get('status'), 'dateEnd' => $t->get('dateEnd'), 'assignedUser' => $t->get('assignedUserName')];
         }
@@ -76,4 +84,27 @@ class OfficeContextBuilder
 
         return ['case' => $caseData, 'contacts' => $contacts, 'openTasks' => $tasks, 'recentNotes' => $notes];
     }
+
+    private function getCaseContactIds(\Espo\ORM\Entity $case): array
+    {
+        $contactIds = [];
+        $primaryContactId = $case->get('contactId');
+        if ($primaryContactId) {
+            $contactIds[] = $primaryContactId;
+        }
+
+        $contacts = $this->entityManager->getRDBRepository('Case')
+            ->getRelation($case, 'contacts')
+            ->select(['id'])
+            ->find();
+
+        foreach ($contacts as $contact) {
+            $id = $contact->get('id');
+            if (!in_array($id, $contactIds)) {
+                $contactIds[] = $id;
+            }
+        }
+
+        return $contactIds;
+    }
 }

files/custom/Espo/Modules/SmartAssistant/Services/SmartAssistantService.php

@@ -18,7 +18,17 @@ class SmartAssistantService
     public const NOTE_TYPE_ACTION = 'SmartAction';
 
     // All tools execute inline — Shira has full permissions
-    private const TOOLS_REQUIRING_CASE = ['change_status', 'schedule_hearing', 'list_documents', 'analyze_document', 'upload_document', 'generate_document', 'merge_documents', 'save_memory'];
+    private const TOOLS_REQUIRING_CASE = [
+        'change_status', 'schedule_hearing', 'list_documents', 'analyze_document',
+        'read_document', 'read_multiple_documents', 'upload_document',
+        'generate_document', 'merge_documents', 'save_memory',
+        'batch_rename_documents',
+    ];
+
+    // Tools whose output is fed back to the AI for a follow-up webhook call
+    private const AGENTIC_TOOLS = ['analyze_document', 'read_document', 'read_multiple_documents', 'list_documents'];
+
+    private const DEFAULT_MAX_AGENTIC_LOOPS = 3;
 
     private EntityManager $entityManager;
     private InjectableFactory $injectableFactory;
@@ -105,68 +115,28 @@ class SmartAssistantService
             // Ignore
         }
 
-        // Call webhook
-        $response = $this->callWebhook($message, $context, $conversationId, $conversationHistory, $mode);
-
-        // Process actions — execute all inline (Shira has full permissions)
-        $actions = $response['actions'] ?? [];
-        $responseText = $response['text'] ?? '';
-        $inlineResults = [];
-        $executedActions = [];
-
         // Resolve effective caseId: explicit case mode, or drill-down detection in office mode
         $effectiveCaseId = $caseId;
         if (!$effectiveCaseId && !empty($context['drillDown']['case']['id'])) {
             $effectiveCaseId = $context['drillDown']['case']['id'];
         }
 
-        $executor = $this->injectableFactory->create(ActionExecutor::class);
-
-        foreach ($actions as $action) {
-            $tool = $action['tool'] ?? '';
-            $actionCaseId = $effectiveCaseId;
-
-            // Resolve case from action params if not available
-            if (!$actionCaseId && !empty($action['params']['caseId'])) {
-                $actionCaseId = $action['params']['caseId'];
-            }
-
-            // Skip tools that require a case if no case context available
-            if (!$actionCaseId && in_array($tool, self::TOOLS_REQUIRING_CASE, true)) {
-                $inlineResults[] = "⚠️ לא ניתן לבצע {$tool} — לא זוהה תיק. נסה מתוך מסך התיק.";
-                continue;
-            }
-
-            try {
-                $result = $executor->execute($tool, $action['params'] ?? [], $actionCaseId, $userId);
-                if (!empty($result['message'])) {
-                    $inlineResults[] = $result['message'];
-                }
-                $executedActions[] = [
-                    'tool' => $tool,
-                    'status' => 'executed',
-                    'entityType' => $result['entityType'] ?? null,
-                    'entityId' => $result['entityId'] ?? null,
-                ];
-
-                // Create stream note for executed action in case context
-                if ($actionCaseId) {
-                    $this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $actionCaseId, [
-                        'conversationId' => $conversationId,
-                        'status' => 'executed',
-                        'entityType' => $result['entityType'] ?? null,
-                        'entityId' => $result['entityId'] ?? null,
-                    ]);
-                }
-            } catch (\Exception $e) {
-                $this->log->warning("SmartAssistant: Execution of {$tool} failed: " . $e->getMessage());
-                $inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
-            }
+        // Execute tools with agentic loop — read tools feed results back to AI
+        try {
+            $loopResult = $this->executeActionsWithLoop(
+                $message, $context, $conversationId, $conversationHistory,
+                $mode, $effectiveCaseId, $userId
+            );
+        } catch (\Exception $e) {
+            $this->log->error("SmartAssistant: Chat failed: " . $e->getMessage());
+            $loopResult = [
+                'responseText' => "⚠️ אירעה שגיאה בתקשורת עם המערכת. אנא נסה שוב בעוד מספר דקות.\n\nפרטי השגיאה: " . $e->getMessage(),
+                'executedActions' => [],
+            ];
         }
 
-        if (!empty($inlineResults)) {
-            $responseText .= "\n\n" . implode("\n\n", $inlineResults);
-        }
+        $responseText = $loopResult['responseText'];
+        $executedActions = $loopResult['executedActions'];
 
         // Persist response
         try {
@@ -191,6 +161,148 @@ class SmartAssistantService
         ];
     }
 
+    private function executeActionsWithLoop(
+        string $message,
+        array $context,
+        string $conversationId,
+        array $conversationHistory,
+        string $mode,
+        ?string $effectiveCaseId,
+        string $userId
+    ): array {
+        $agenticEnabled = $this->getIntegrationSetting('agenticLoopEnabled', true);
+        $maxLoops = (int) $this->getIntegrationSetting('maxAgenticLoops', self::DEFAULT_MAX_AGENTIC_LOOPS);
+        $executor = $this->injectableFactory->create(ActionExecutor::class);
+
+        $loopCount = 0;
+        $allExecutedActions = [];
+        $currentHistory = $conversationHistory;
+        $finalResponseText = '';
+
+        while ($loopCount <= $maxLoops) {
+            // Call webhook (first call uses original message, subsequent calls use empty message)
+            $currentMessage = $loopCount === 0 ? $message : '';
+            $response = $this->callWebhook($currentMessage, $context, $conversationId, $currentHistory, $mode);
+
+            $actions = $response['actions'] ?? [];
+            $responseText = $response['text'] ?? '';
+
+            // If no actions, we're done
+            if (empty($actions)) {
+                $finalResponseText = $responseText;
+                break;
+            }
+
+            $agenticResults = [];
+            $inlineResults = [];
+
+            foreach ($actions as $action) {
+                $tool = $action['tool'] ?? '';
+                $actionCaseId = $effectiveCaseId;
+
+                if (!$actionCaseId && !empty($action['params']['caseId'])) {
+                    $actionCaseId = $action['params']['caseId'];
+                }
+
+                if (!$actionCaseId && in_array($tool, self::TOOLS_REQUIRING_CASE, true)) {
+                    $inlineResults[] = "⚠️ לא ניתן לבצע {$tool} — לא זוהה תיק. נסה מתוך מסך התיק.";
+                    continue;
+                }
+
+                try {
+                    $result = $executor->execute($tool, $action['params'] ?? [], $actionCaseId, $userId);
+
+                    $allExecutedActions[] = [
+                        'tool' => $tool,
+                        'status' => 'executed',
+                        'entityType' => $result['entityType'] ?? null,
+                        'entityId' => $result['entityId'] ?? null,
+                    ];
+
+                    if ($actionCaseId) {
+                        $this->createStreamNote(self::NOTE_TYPE_ACTION, $result['message'] ?? 'פעולה בוצעה', $actionCaseId, [
+                            'conversationId' => $conversationId,
+                            'status' => 'executed',
+                            'entityType' => $result['entityType'] ?? null,
+                            'entityId' => $result['entityId'] ?? null,
+                        ]);
+                    }
+
+                    // Separate agentic tools (need re-invocation) from inline tools
+                    if ($agenticEnabled && in_array($tool, self::AGENTIC_TOOLS, true)) {
+                        $agenticResults[] = [
+                            'tool' => $tool,
+                            'params' => $action['params'] ?? [],
+                            'result' => $result['message'] ?? '',
+                        ];
+                    } else {
+                        if (!empty($result['message'])) {
+                            $inlineResults[] = $result['message'];
+                        }
+                    }
+                } catch (\Exception $e) {
+                    $this->log->warning("SmartAssistant: Execution of {$tool} failed: " . $e->getMessage());
+                    $inlineResults[] = "שגיאה בביצוע {$tool}: " . $e->getMessage();
+                }
+            }
+
+            // If no agentic results, we're done — return response with inline results
+            if (empty($agenticResults)) {
+                $finalResponseText = $responseText;
+                if (!empty($inlineResults)) {
+                    $finalResponseText .= "\n\n" . implode("\n\n", $inlineResults);
+                }
+                break;
+            }
+
+            // Feed agentic results back to AI for next iteration
+            $this->log->debug("SmartAssistant: Agentic loop iteration " . ($loopCount + 1) . " — " . count($agenticResults) . " tool results to feed back");
+
+            // Add the AI response to history
+            $currentHistory[] = ['role' => 'assistant', 'content' => $responseText];
+
+            // Add each tool result to history
+            foreach ($agenticResults as $ar) {
+                $currentHistory[] = [
+                    'role' => 'tool_result',
+                    'toolName' => $ar['tool'],
+                    'content' => $ar['result'],
+                ];
+            }
+
+            // Also append any inline results
+            if (!empty($inlineResults)) {
+                $currentHistory[] = [
+                    'role' => 'tool_result',
+                    'toolName' => '_inline_actions',
+                    'content' => implode("\n\n", $inlineResults),
+                ];
+            }
+
+            $loopCount++;
+        }
+
+        // Safety: if we exhausted the loop, use the last response
+        if ($loopCount > $maxLoops && empty($finalResponseText)) {
+            $finalResponseText = $response['text'] ?? 'הגעתי למגבלת הסיבובים. אנא נסה שוב.';
+        }
+
+        return [
+            'responseText' => $finalResponseText,
+            'executedActions' => $allExecutedActions,
+        ];
+    }
+
+    private function getIntegrationSetting(string $key, $default = null)
+    {
+        $integration = $this->entityManager->getEntityById('Integration', 'SmartAssistant');
+        if ($integration && $integration->get('enabled')) {
+            $data = (array) ($integration->get('data') ?? []);
+            return $data[$key] ?? $default;
+        }
+        return $default;
+    }
+
     public function executeAction(string $conversationId, string $actionId, bool $approved): array
     {
         $conversation = $this->loadConversation($conversationId);
@@ -406,7 +518,7 @@ class SmartAssistantService
             CURLOPT_POSTFIELDS => $payload,
             CURLOPT_RETURNTRANSFER => true,
             CURLOPT_HTTPHEADER => $headers,
-            CURLOPT_TIMEOUT => 180,
+            CURLOPT_TIMEOUT => 600,
             CURLOPT_CONNECTTIMEOUT => 10,
         ]);
 

manifest.json

@@ -3,11 +3,11 @@
     "module": "SmartAssistant",
     "description": "Unified AI Assistant for Legal CRM — floating chat with case memory, office alerts, and AI Gateway integration",
     "author": "klear",
-    "version": "2.5.3",
+    "version": "2.8.1",
     "acceptableVersions": [
         ">=8.0.0"
     ],
-    "releaseDate": "2026-04-06",
+    "releaseDate": "2026-05-06",
     "php": [
         ">=8.1"
     ]